UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reduced its stake in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 1.5% in the 2nd quarter, HoldingsChannel reports. The firm owned 10,462,016 shares of the technology company’s stock after selling 158,726 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Arista Networks were worth $1,777,287,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC lifted its position in shares of Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after acquiring an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC purchased a new stake in Arista Networks during the 4th quarter worth about $202,000. Bison Wealth LLC purchased a new stake in Arista Networks during the 4th quarter worth about $251,000. Sivia Capital Partners LLC raised its stake in Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after purchasing an additional 3,496 shares during the last quarter. Finally, Gamco Investors INC. ET AL lifted its holdings in Arista Networks by 31.3% in the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock valued at $429,000 after purchasing an additional 1,000 shares in the last quarter. Hedge funds and other institutional investors own 82.47% of the company’s stock.
Insiders Place Their Bets
In other news, major shareholder Andreas Bechtolsheim sold 300,000 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $203.30, for a total value of $60,990,000.00. Following the transaction, the insider directly owned 181,143,048 shares in the company, valued at $36,826,381,658.40. This trade represents a 0.17% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 767,029 shares of Arista Networks stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $201.22, for a total value of $154,341,575.38. Following the completion of the transaction, the chief executive officer directly owned 16,387,981 shares in the company, valued at $3,297,589,536.82. This represents a 4.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 3,950,082 shares of company stock worth $741,060,096 in the last quarter. 2.70% of the stock is owned by insiders.
Key Headlines Impacting Arista Networks
- Positive Sentiment: Arista Networks continues to benefit from growing AI data-center investment. Demand for high-speed, scalable networking equipment from cloud providers and enterprises supports the company’s long-term growth outlook. 3 Stocks That Are No-Brainer Buys in the Second Half of 2026
- Positive Sentiment: Wall Street’s consensus remains bullish, with an average “Buy” recommendation and several analysts recently raising price targets, including targets of $240, $250 and $280. However, brokerage ratings can be optimistic and may already reflect substantial AI-related growth expectations. Is It Worth Investing in Arista Networks Based on Wall Street’s Bullish Views?
- Neutral Sentiment: Arista’s latest results were strong: quarterly revenue rose 37.7% year over year to $3.04 billion, exceeding expectations, while EPS of $1.02 topped the $0.89 consensus. Third-quarter EPS guidance of $1.06–$1.08 provides continued support, but investors are focused on whether growth can meet the high valuation.
- Negative Sentiment: Component availability is becoming a key investment risk. A potential earnings-multiple contraction over the next two years depends less on customer demand than on whether Arista can obtain the parts needed to fulfill AI-networking orders on time. Delays could pressure revenue timing and margins. Arista’s Price Assumes the Parts Arrive on Time
- Negative Sentiment: CEO Jayshree Ullal sold 13,809 shares for approximately $2.65 million, reducing her direct ownership by 58.2%. The sale was executed under a pre-arranged Rule 10b5-1 plan, making it a weaker bearish signal, but it may still contribute to profit-taking concerns. SEC insider sale filing
- Negative Sentiment: Political resistance to new AI data centers could delay or restrict projects, potentially slowing infrastructure spending by Arista’s major cloud customers. Arista Networks Faces New Political Risk
Arista Networks Stock Performance
Arista Networks stock opened at $195.59 on Friday. Arista Networks, Inc. has a 1 year low of $114.52 and a 1 year high of $214.89. The firm has a 50 day moving average price of $180.28 and a 200 day moving average price of $158.40. The company has a market cap of $246.68 billion, a price-to-earnings ratio of 61.70, a PEG ratio of 2.02 and a beta of 1.60.
Arista Networks (NYSE:ANET – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The company had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.83 billion. During the same quarter last year, the firm posted $0.73 earnings per share. Arista Networks’s revenue was up 37.7% on a year-over-year basis. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. Sell-side analysts predict that Arista Networks, Inc. will post 3.7 EPS for the current year.
Analysts Set New Price Targets
Several research firms have issued reports on ANET. Piper Sandler reaffirmed an “overweight” rating and set a $240.00 price target (up from $181.00) on shares of Arista Networks in a research note on Wednesday, August 5th. The Goldman Sachs Group reissued a “buy” rating and set a $225.00 price objective on shares of Arista Networks in a research note on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft upgraded shares of Arista Networks to a “buy” rating in a research report on Wednesday, June 10th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $255.00 target price (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Finally, Erste Group Bank upgraded Arista Networks from a “hold” rating to a “buy” rating in a report on Wednesday, July 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $226.05.
View Our Latest Stock Report on Arista Networks
Arista Networks Company Profile
Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista’s offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.
Central to Arista’s product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company’s hardware platforms.
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